tech
The Very Convenient Tesla 2026 Q1 Earnings Report
Tesla beat EPS. Net income up year-over-year. Free cash flow positive. The timing couldn't be better. Literally.
tech
artificial intelligence
Cursor Has No Moat. SpaceX Has No Cash. Perfect Match.
SpaceX's $60B Cursor acquisition is a credit card purchase before payday. A breakdown of the real numbers behind the IPO story.
artificial intelligence
Chatting With The Oracle #1: There Is No Hallucination. There Is Only the Oracle.
AI agents are being deployed to make real-time decisions, but they have no reliable sense of when they are. That's not a minor bug. It's a fundamental problem for anything we ask them to do autonomously.
tech
180 Days: Firewall The Layoff
The valley is about to see more layoffs. Not because people are not working hard enough. Because the math changed.
artificial intelligence
Chatting With The Oracle #2: The AI That Doesn’t Know What Time It Is
AI agents are being deployed to make real-time decisions, but they have no reliable sense of when they are. That's not a minor bug. It's a fundamental problem for anything we ask them to do autonomously.
tech
Tesla’s Most Expensive Illusion
Everyone has an explanation for what’s happening to Tesla. Most of them are incomplete.
tech
A Phone Call at the Edge of the Compute Bubble
A reflection on enterprise AI adoption, risk ownership, and decision paralysis under accelerating technological change
tech
When a Song Confuses AI: What It Reveals About the Mystery of Human Creativity
When statistical models meet subtle human creativity
tech
Amazon’s Layoffs: Sign of Strategic Rewiring
Amazon no longer believes its old spending patterns create the same value.
tech
Highway FSD: Safe Enough to Relax, Not Enough to Look Away
Why the hardest part of self-driving isn’t the code — it’s the second before we take the wheel.
tech
How California’s Child-Safety Law Crowned the OS as King — and Why That Matters to Your Company
The unintended consequences of rewriting the balance of power between apps and the few platforms still standing — the operating systems
tech
The Catastrophe of the Missing Nail
From fool-proof to fast-fix — and the quiet decay of engineering conscience